Melinda Crary is a CFP-designated registered investment advisor at Creative Money LLC, based in Seattle, WA, with 21 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 413 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Young/Basic or Single Person Plan Update - $1,350
- Established Couple/Family/Retire/Complex Plan Update - $1,550
- Strategy Session - Young/Basic Single - $2,000
- Strategy Session - Young/Basic Couple - $2,400
- Strategy Session - Established Single - $2,300
- Strategy Session - Established Couple - $2,700
- Strategy Session - Established Family - $3,100
- Strategy Session - Retirement Timeline - $3,200
- Complex Session - $3,600
- Hourly Rate - $425
- Special Scope - as defined by planner based on the calculation of time needed by hourly rate.
Rates for Mindy Crary, Creative Money LLC founder:
- Plan Update for Young/Basic or Single Person - $1,800
- Plan Update for Established Couple/Family/Retire/Complex - $2,000
- Strategy Session - Young/Basic Single - $2,500
- Strategy Session - Young/Basic Couple - $2,900
- Strategy Session - Established Single - $2,800
- Strategy Session - Established Couple - $3,200
- Strategy Session - Established Family - $3,600
- Strategy Session - Retirement Timeline - $3,700
- Complex Session - $4,100
- Hourly Rate - $525
- Special Scope - as defined by planner based on the calculation of time needed by hourly rate.
Location
1201 Third Avenue, Suite 2200, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Regulatory
February 2017Other Business Activities
Melinda is the managing member of Mindy Crary LLC, a business coaching service established in 2016. She dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Creative Money LLC
Previous Registrations
Save 9 LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.